GLENVIEW CAPITAL MANAGEMENT, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| TEVA PHARMACEUTICAL INDS LTD | 16,692,680 | 16,720,209 | +27,529 | 337,192,136 | 521,837,723 | +184,645,587 |
| ISHARES TR(Put) | 0 | 1,772,900 | +1,772,900 | 0 | 142,948,927 | +142,948,927 |
| DIGITALOCEAN HLDGS INC | 0 | 2,004,299 | +2,004,299 | 0 | 96,446,868 | +96,446,868 |
| ADVANCED MICRO DEVICES INC | 0 | 394,188 | +394,188 | 0 | 84,419,302 | +84,419,302 |
| AMAZON COM INC | 652,138 | 909,270 | +257,132 | 143,189,941 | 209,877,701 | +66,687,760 |
| CENTENE CORP DEL | 371,972 | 1,855,894 | +1,483,922 | 13,271,961 | 76,370,038 | +63,098,077 |
| VIATRIS INC | 8,247,584 | 11,087,244 | +2,839,660 | 81,651,082 | 138,036,188 | +56,385,106 |
| ISHARES TR(Put) | 0 | 625,000 | +625,000 | 0 | 54,475,000 | +54,475,000 |
| ACCENTURE PLC IRELAND | 0 | 191,326 | +191,326 | 0 | 51,332,766 | +51,332,766 |
| BIOGEN INC | 0 | 290,605 | +290,605 | 0 | 51,143,574 | +51,143,574 |
| QNITY ELECTRONICS INC | 0 | 518,486 | +518,486 | 0 | 42,334,382 | +42,334,382 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 859,820 | 1,458,891 | +599,071 | 33,971,488 | 76,270,821 | +42,299,333 |
| BUTTERFLY NETWORK INC | 9,955,144 | 14,335,055 | +4,379,911 | 19,213,428 | 54,473,209 | +35,259,781 |
| LIONSGATE STUDIOS CORP | 5,000,000 | 7,506,800 | +2,506,800 | 34,500,000 | 68,537,084 | +34,037,084 |
| APPLIED MATLS INC | 0 | 129,656 | +129,656 | 0 | 33,320,295 | +33,320,295 |
| CVS HEALTH CORP | 8,196,799 | 8,196,799 | 0 | 617,956,677 | 650,497,969 | +32,541,292 |
| BLOCK INC | 322,319 | 851,493 | +529,174 | 23,293,994 | 55,423,679 | +32,129,685 |
| GLOBAL PMTS INC | 5,141,892 | 5,921,119 | +779,227 | 427,188,387 | 458,294,611 | +31,106,224 |
| ONTO INNOVATION INC | 270,605 | 414,812 | +144,207 | 34,967,578 | 65,482,222 | +30,514,644 |
| THE CIGNA GROUP | 187,757 | 279,367 | +91,610 | 54,120,955 | 76,890,179 | +22,769,224 |
| GENIUS SPORTS LIMITED | 0 | 2,030,209 | +2,030,209 | 0 | 22,372,903 | +22,372,903 |
| SALESFORCE INC(Call) | 0 | 83,800 | +83,800 | 0 | 22,199,458 | +22,199,458 |
| LITHIA MTRS INC | 74,108 | 127,605 | +53,497 | 23,418,128 | 42,406,970 | +18,988,842 |
| SIX FLAGS ENTERTAINMENT CORP | 0 | 1,122,374 | +1,122,374 | 0 | 17,217,217 | +17,217,217 |
| TALEN ENERGY CORP | 0 | 43,761 | +43,761 | 0 | 16,403,373 | +16,403,373 |
| SOLSTICE ADVANCED MATLS INC | 0 | 337,266 | +337,266 | 0 | 16,384,382 | +16,384,382 |
| BIO-TECHNE CORP | 374,051 | 619,944 | +245,893 | 20,808,457 | 36,458,907 | +15,650,450 |
| ELEMENT SOLUTIONS INC | 2,207,167 | 2,833,887 | +626,720 | 55,554,393 | 70,818,836 | +15,264,443 |
| EXPEDIA GROUP INC | 359,793 | 321,625 | -38,168 | 76,905,754 | 91,119,579 | +14,213,825 |
| SYNOPSYS INC | 21,300 | 47,671 | +26,371 | 10,509,207 | 22,392,022 | +11,882,815 |
| IQVIA HLDGS INC | 174,727 | 199,726 | +24,999 | 33,187,646 | 45,020,238 | +11,832,592 |
| UBER TECHNOLOGIES INC | 471,801 | 707,701 | +235,900 | 46,222,344 | 57,826,249 | +11,603,905 |
| ZILLOW GROUP INC | 889,666 | 1,163,555 | +273,889 | 68,548,765 | 79,377,722 | +10,828,957 |
| CONSTELLATION ENERGY CORP | 0 | 30,412 | +30,412 | 0 | 10,743,647 | +10,743,647 |
| VISTRA CORP | 0 | 66,074 | +66,074 | 0 | 10,659,718 | +10,659,718 |
| DXC TECHNOLOGY CO | 8,339,897 | 8,316,347 | -23,550 | 113,672,796 | 121,834,484 | +8,161,688 |
| AMBARELLA INC | 0 | 100,000 | +100,000 | 0 | 7,084,000 | +7,084,000 |
| BAUSCH PLUS LOMB CORP | 1,553,855 | 1,653,855 | +100,000 | 23,416,595 | 28,247,843 | +4,831,248 |
| SENSIENT TECHNOLOGIES CORP | 0 | 50,000 | +50,000 | 0 | 4,697,500 | +4,697,500 |
| SURGERY PARTNERS INC | 2,546,735 | 3,858,088 | +1,311,353 | 55,111,345 | 59,607,460 | +4,496,115 |
| US FOODS HLDG CORP | 1,065,329 | 1,137,763 | +72,434 | 81,625,508 | 85,696,309 | +4,070,801 |
| RH | 80,341 | 111,338 | +30,997 | 16,322,078 | 19,946,203 | +3,624,125 |
| RAMACO RES INC | 0 | 200,000 | +200,000 | 0 | 3,600,000 | +3,600,000 |
| ZOOMINFO TECHNOLOGIES INC | 18,505,242 | 20,005,242 | +1,500,000 | 201,892,190 | 203,453,311 | +1,561,121 |
| UNITED AIRLS HLDGS INC | 582,009 | 511,281 | -70,728 | 56,163,869 | 57,171,441 | +1,007,572 |
| RENTOKIL INITIAL PLC | 205,175 | 205,175 | 0 | 5,180,669 | 6,044,456 | +863,787 |
| BUTTERFLY NETWORK INC | 1,713,333 | 1,713,333 | 0 | 78,128 | 30,155 | -47,973 |
| META PLATFORMS INC | 11,572 | 11,572 | 0 | 8,498,245 | 7,638,561 | -859,684 |
| GINKGO BIOWORKS HOLDINGS INC | 149,379 | 149,379 | 0 | 2,177,946 | 1,241,339 | -936,607 |
| NATIONAL VISION HLDGS INC | 1,378,226 | 1,429,333 | +51,107 | 40,230,417 | 36,905,378 | -3,325,039 |
| MYRIAD GENETICS INC | 4,587,407 | 4,587,407 | 0 | 33,166,953 | 28,212,553 | -4,954,400 |
| DANAHER CORPORATION | 264,418 | 200,191 | -64,227 | 52,423,513 | 45,827,724 | -6,595,789 |
| THERMO FISHER SCIENTIFIC INC | 282,941 | 223,947 | -58,994 | 137,232,044 | 129,766,089 | -7,465,955 |
| OSCAR HEALTH INC | 408,221 | 0 | -408,221 | 7,727,624 | 0 | -7,727,624 |
| MCKESSON CORP | 56,469 | 42,994 | -13,475 | 43,624,561 | 35,267,548 | -8,357,013 |
| MKS INC. | 171,922 | 74,200 | -97,722 | 21,278,786 | 11,857,160 | -9,421,626 |
| ILLUMINA INC | 101,720 | 0 | -101,720 | 9,660,348 | 0 | -9,660,348 |
| DUPONT DE NEMOURS INC | 128,480 | 0 | -128,480 | 10,008,592 | 0 | -10,008,592 |
| BRUKER CORP | 319,674 | 0 | -319,674 | 10,386,208 | 0 | -10,386,208 |
| BAXTER INTL INC | 742,542 | 0 | -742,542 | 16,907,681 | 0 | -16,907,681 |
| CLARIVATE PLC | 4,960,255 | 0 | -4,960,255 | 18,997,777 | 0 | -18,997,777 |
| BRUNSWICK CORP | 312,921 | 0 | -312,921 | 19,789,124 | 0 | -19,789,124 |
| ENCOMPASS HEALTH CORP | 167,637 | 0 | -167,637 | 21,293,252 | 0 | -21,293,252 |
| DICKS SPORTING GOODS INC | 351,601 | 283,911 | -67,690 | 78,132,774 | 56,205,861 | -21,926,913 |
| PINTEREST INC | 807,700 | 0 | -807,700 | 25,983,709 | 0 | -25,983,709 |
| MARVELL TECHNOLOGY INC | 676,980 | 0 | -676,980 | 56,913,709 | 0 | -56,913,709 |
| ICON PLC | 371,418 | 0 | -371,418 | 64,998,150 | 0 | -64,998,150 |
| ALIGHT INC | 20,377,772 | 0 | -20,377,772 | 66,431,537 | 0 | -66,431,537 |
| TENET HEALTHCARE CORP | 2,323,679 | 1,983,753 | -339,926 | 471,799,784 | 394,211,396 | -77,588,388 |
| PAYPAL HLDGS INC | 1,333,370 | 0 | -1,333,370 | 89,415,792 | 0 | -89,415,792 |
| UNIVERSAL HLTH SVCS INC | 482,169 | 0 | -482,169 | 98,574,630 | 0 | -98,574,630 |
| SPDR S&P 500 ETF TR(Put) | 566,700 | 0 | -566,700 | 377,524,206 | 0 | -377,524,206 |